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Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
926
Silicon Valley Capital Partners
California
$983 – – –
Kayne Anderson Rudnick Investment Management
927
Kayne Anderson Rudnick Investment Management
California
$977 -$1.28K -15 -58%
SIS
928
Strategic Investment Solutions
Illinois
$977 +$938 +11 New
TBFA
929
Three Bearings Fiduciary Advisors
New Hampshire
$894 – – –
AWM
930
Abound Wealth Management
Tennessee
$888 -$4.69K -55 -85%
BCV
931
Banque Cantonale Vaudoise
Switzerland
$786 +$105K +1,233 +16%
CMA
932
Cedar Mountain Advisors
Oregon
$622 – – –
ECM
933
Estabrook Capital Management
New York
$622 – – –
VWA
934
Valued Wealth Advisors
Utah
$536 – – –
QWM
935
Quaker Wealth Management
New Jersey
$533 -$511 -6 -50%
LI
936
LRI Investments
Florida
$533 – – –
RPA
937
Redwood Park Advisors
California
$533 – – –
TC
938
Trust Company
Kansas
$533 – – –
MBFW
939
Morton Brown Family Wealth
Pennsylvania
$533 +$511 +6 New
IAS
940
IMA Advisory Services
Colorado
$447 – – –
MFC
941
Mechanics Financial Corp
Ohio
$444 +$426 +5 New
TSMHT
942
Thurston Springer Miller Herd & Titak
Indiana
$443 – – –
NWS
943
Nvest Wealth Strategies
Ohio
$356 +$341 +4 New
T
944
Tidemark
California
$355 – – –
DF
945
DecisionPoint Financial
Arizona
$269 – – –
BHWM
946
Beaird Harris Wealth Management
Texas
$267 – – –
DF
947
Downshift Financial
Colorado
$266 +$256 +3 New
HHGA
948
Halbert Hargrove Global Advisors
California
$221 +$170 +2 New
PMFA
949
Plante Moran Financial Advisors
Michigan
$178 -$8.27K -97 -98%
3FI
950
3 Factor Indexing
California
$178 – – –